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SolidWorks® Office
Premium

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Using PDMWorks
Workgroup Contributor and
PDMWorks Workgroup
Viewer

SolidWorks Corporation
300 Baker Avenue
Concord, Massachusetts 01742 USA

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U.S. Patents 5,815,154; 6,219,049; 6,219,055;
6,603,486; 6,611,725; 6,844,877; 6,898,560;
6,906,712; 7,184,044; and foreign patents, (e.g. EP
1,116,190 and JP 3,517,643). U.S. and foreign patents
pending.
The information and the software discussed in this
document are subject to change without notice and are
not commitments by SolidWorks.
No material may be reproduced or transmitted in any
form or by any means, electronic or mechanical, for
any purpose without the express written permission of
SolidWorks.
The software discussed in this document is furnished
under a license and may be used or copied only in
accordance with the terms of this license. All
warranties given by SolidWorks as to the software and
documentation are set forth in the SolidWorks
Corporation License and Subscription Service
Agreement, and nothing stated in, or implied by, this
document or its contents shall be considered or deemed
a modification or amendment of such warranties.
SolidWorks, PDMWorks, 3D PartStream.NET, 3D
ContentCentral, DWGeditor, eDrawings, and the
eDrawings logo are registered trademarks and
FeatureManager is a jointly owned registered
trademark of SolidWorks.
SolidWorks 2008 is a product name of SolidWorks
Corporation.
COSMOSXpress, DWGgateway, Feature Palette,
PhotoWorks, TolAnalyst, and XchangeWorks are
trademarks of SolidWorks.
COSMOS and COSMOSWorks are registered
trademarks, and COSMOSMotion,
COSMOSDesignStar, and COSMOSFloWorks are
trademarks of Structural Research & Analysis Corp.
FeatureWorks is a registered trademark of Geometric
Software Solutions Co. Ltd.
Other brand or product names are trademarks or
registered trademarks of their respective holders.

COMMERCIAL COMPUTER
SOFTWARE - PROPRIETARY
U.S. Government Restricted Rights. Use, duplication,
or disclosure by the government is subject to
restrictions as set forth in FAR 52.227-19 (Commercial
Computer Software - Restricted Rights), DFARS
227.7202 (Commercial Computer Software and
Commercial Computer Software Documentation), and
in the license agreement, as applicable.
Contractor/Manufacturer:
SolidWorks Corporation, 300 Baker Avenue, Concord,
Massachusetts 01742 USA
Portions of this software © 1990-2007 D-Cubed Ltd.,
© 1998-2007 Geometric Software Solutions Co. Ltd.,
© 1986-2007 mental images GmbH & Co. KG, ©
1996-2007 Microsoft Corporation, © 1997-2007,
Structural Research & Analysis Corp., © 2000-2007
Tech Soft 3D, and © 1998-2007 3Dconnexion,
IntelliCAD Technology Consortium, Independent
JPEG Group. All Rights Reserved.
Portions of this software are copyrighted by and are the
property of UGS Corp. © 2007.
Copyright 1984-2007 Adobe Systems Inc. and its
licensors. All rights reserved.
Protected by U.S. Patents 5,929,866; 5,943,063;
6,289,364; 6,563,502; 6,639,593; 6,754,382; Patents
Pending.
Adobe, the Adobe logo, Acrobat, the Adobe PDF logo,
Distiller and Reader are registered trademarks or
trademarks of Adobe Systems Inc. in the U.S. and
other countries. For more copyright information, see
SolidWorks Help About.
Other portions of SolidWorks 2008 are licensed from
SolidWorks licensors.
All Rights Reserved
PDMWorks Enterprise software is © 1998-2007
SolidWorks Nordic AB. All rights reserved.
Outside In® Viewer Technology © 1992-2007 Stellent
Chicago, Inc.

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© 1995-2007, Dassault Systemes
SolidWorks Corporation is a Dassault Systemes S.A.
(Nasdaq:DASTY) company.
300 Baker Avenue
Concord, Massachusetts 01742 USA
All Rights Reserved

Document Number: PMT0160-DRAFT

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SolidWorks 2008 Training Manual

Introduction

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Table of Contents

About This Course . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Course Design Philosophy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Using this Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
About the Training Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Windows® XP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Conventions Used in this Book . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

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Lesson 1:
PDM Concepts and File Management
The Four Pillars of PDM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
What is the PDMWorks Workgroup Software? . . . . . . . . . . . . . . . . . . 7
PDMWorks Workgroup Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
The PDMWorks Workgroup Process . . . . . . . . . . . . . . . . . . . . . . . 8
PDMWorks Workgroup Components . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Vault . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
VaultAdmin Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
PDMWorks Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Basic Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
File Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Project Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
File Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Revision Numbers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Ownership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Locking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
References. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
SolidWorks File Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
i

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Local View Status Icons . 15 Classes of File Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Case Study: SolidWorks Explorer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Save As . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 External Reference Search Order . . . . . . . . . . . . . . . . . . . . . . . . . . 11 File Associativity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Creating File Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Object Linking and Embedding (OLE) . . . . . . . . . . . 12 List External References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Where Used. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Vault View . . . 21 Window Layout . . .SolidWorks 2008 Training Manual B t c et op a D y ra or ft di st ri bu te SolidWorks File Structure . . . . . . . . . . . . . . 13 File Names . . . . . . . 12 Copy List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Local View . . . . . . . . . . . . . . . . . 10 External References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 File Properties . . 21 SolidWorks Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Update Holders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Saving Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Opening Files . . . . . . . . 23 Using SolidWorks Explorer . 36 PDMWorks Workgroup Add-In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Case Study: PDMWorks Workgroup Add-In . . . . . . . . . . . . . . . . . . . . . . . 12 Find References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Computer Memory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Save. . . . . . . . . . . . . . . . . . . . . . 12 Pack and Go . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Save As Copy . . . . . 12 Print. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 File Management Options. . 12 Copy Files . . . . 46 ii . . . . . . . . . . . . . 13 Opening Files . . . . . . . . . . . . . . . 45 History/Notes . . . . . . . . . . . . . . 44 Vault View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Uses of File Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 File Reference Example . . . . . . . . . . . . . . . . . . . . . . . . 11 File References . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Do no Lesson 2: SolidWorks Explorer and PDMWorks Workgroup Add-In PDMWorks Workgroup Contributor. . . . . . . . . . . . . . . . . . . . . . . . . . 24 Renaming Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Pack and Go . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Out of Context . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . 51 File Associations. . . . . . . . . . . . . . . . . . . . . . . . 69 Output to File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81 Renaming Documents. . . . 51 Adding Attachments . . . . . . . . . . . . . . . . . . . . 74 Case Study: Setting Up Microsoft Desktop Search . . . . . . . . . . . . . . . . 80 Case Study: Searching the Vault . . . . . . . . . . . . . . . . . . . . 57 Smart Dialog Boxes . 82 Cleaning up the Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Case Study: Check in Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Working on Vaulted Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 SolidWorks Search Assistant . . . . . . . . . . . . . 57 Take/Release Ownership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Links . . . . . . . 82 Case Study: Renaming Documents. . . . . . . . 73 Indexed Searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Revision Scheme. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Change Project . . . . . . . . . . . . 52 Check In Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Vault Display . . . . 85 iii . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 Search Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Removing Attachments. . . . . . . . . . . . . . . . . 53 Creating Sub-projects . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 Case Study: Microsoft Desktop Search . . . . . . . . . . . . . . . . . . . . . . . 62 Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Open Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Searching for Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Case Study: Change Project . . . . . . . . . . . . . . . . 80 Searching for Documents in the Vault . . . . . . . . . . . . . . . . . . . . . . 73 Vault Searches . . . . . . . . . . . .SolidWorks 2008 Training Manual Do no B t c et op a D y ra or ft di st ri bu te Lesson 3: Managing Files with PDMWorks Workgroup Add-In Document Check In Process . . . . . . . . . . . . . . 53 Properties for Individual Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Searching . . . . 62 Check Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Searching in a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Methods of Opening/Checking Out Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 Microsoft Desktop Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Opening Files from the Search Assistant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Multi-selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Case Study: Working on Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 Customizing the Report . 62 Take Ownership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 File Format Options . . . . . . . . . . . . . . . . . . . 73 Where Used. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94 eDrawing Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96 iv . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92 Reports . . . . . . . . . . . . . 89 Case Study: Accessing the PDMWorks Workgroup Viewer . . . 90 PDMWorks Workgroup Toolbar . . . . . .SolidWorks 2008 Training Manual Do no B t c et op a D y ra or ft di st ri bu te Lesson 4: PDMWorks Workgroup Viewer PDMWorks Workgroup Viewer . . . . . 89 PDMWorks Workgroup Viewer Interface . . . . . . . . . 95 View as Adobe PDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

bu te SolidWorks 2008 Training Manual Do no B t c et op a D y ra or ft di st ri Introduction 1 .

Do te bu B t c et op a D y ra or ft di st ri no SolidWorks 2008 Training Manual 2 .

The Vaults folder contains the PDMWorks Workgroup vault that is used for the lessons. a process-based training course emphasizes the process and procedures you follow to complete a particular task. then Training and Certification. Students attending this course are expected to have the following: Q Q Experience with the Windows™ operating system.SolidWorks 2008 Training Manual About This Course The goal of this course is to teach you how to use the PDMWorks™ Workgroup software to manage design documents.com. Using this Book This training manual is intended to be used in a classroom environment under the guidance of an experienced instructor. 3 . you can refer to the on-line help for information on less frequently used command options. By utilizing case studies to illustrate these processes. While the SolidWorks Explorer interface looks different from the interface used within SolidWorks. They use PDMWorks Workgroup through the PDMWorks Workgroup Add-In to SolidWorks Explorer and the PDMWorks Workgroup Viewer. The files are supplied as signed. Once you have developed a good foundation in basic skills. A prerequisite to using the PDMWorks Workgroup software is an understanding of the file structure and file referencing used by SolidWorks.or task-based approach to training. using the other should be easy to do.solidworks. the system documentation and on-line help. www. you learn the necessary commands. The screen shots in this manual were made using SolidWorks 2008 and PDMWorks 2008 running on Windows® XP. About the Training Files A complete set of the various files used throughout this course can be downloaded from the SolidWorks website. Do no Course Design Philosophy Windows® XP About This Course The Case Study folder contains the files your instructor uses while presenting the lessons. bu te The focus of this course is on the fundamental skills and concepts central to the successful use of PDMWorks Workgroup. Prerequisites B t c et op a D y ra or ft di st ri The intended audience for this course is people who do not use SolidWorks but still manage SolidWorks files. You should view the training course manual as a supplement to. The examples and case studies are designed to be demonstrated “live” by the instructor. Knowledge of SolidWorks file structure and referencing. It is not intended to be a self-paced tutorial. There you will see a link to the page where you can download the training file sets. not a replacement for. Rather than focus on individual features and functions. Click on the link for Services. the same principles apply so that if you know either one. This course is designed around a process. options and menus in the context of completing a task. self-extracting executable packages.

bu te Bold Sans Serif B t c et op a D y ra or ft di st ri Double lines precede and follow sections of the procedures.SolidWorks 2008 Training Manual Conventions Used in this Book This manual uses the following typographic conventions: Convention Meaning SolidWorks and PDMWorks commands and options appear in this style. Do no 17 Do this step 4 About This Course . Tools. SolidWorks Explorer means choose the SolidWorks Explorer option from the Tools menu. The steps themselves are numbered in sans serif bold. For example. Typewriter Project names and file names appear in this style. Names that you type appear in this style. This provides separation between the steps of the procedure and large blocks of explanatory text.

bu te SolidWorks 2008 Training Manual B t c et op a D y ra or ft di st ri Lesson 1 PDM Concepts and File Management Upon successful completion of this lesson. Q Describe the key characteristics of the PDMWorks Workgroup software. Q Understand the basic definitions used with PDMWorks. Do no Q 5 . Q Understand the basic document flow into and out of the vault. Q Describe the general procedures used with PDMWorks Workgroup. you will be able to: Understand SolidWorks file referencing.

Lesson 1 SolidWorks 2008 Training Manual Do no B t c et op a D y ra or ft di st ri bu te PDM Concepts and File Management 6 .

at a single site. The Four Pillars of PDM 7 . Automated revision control. Searching for documents. Change control and sharing. Concurrent work by several users on projects. easy to deploy and use solution for their most common data management tasks such as: Q Q Q Q Q Q Q Q It is for design teams who need to concurrently work on projects. Determining document relationships. Report generation. Tracking references. History tracking. A system that only requires a minimal amount of administration.SolidWorks 2008 Training Manual Lesson 1 PDM Concepts and File Management The Four Pillars of PDM Product Data Management systems provide four basic functions: Q Q Q te Q Searching and sorting files. Secure vaulting and revisioning. What is the PDMWorks Workgroup Software? Workgroup collaboration. Controlling document access. Check in/Check out of documents from a vault. thereby ensuring that users won’t be overwriting each other’s files. All functions are completely within the design environment as PDMWorks Workgroup is an integral part of SolidWorks. Management for all file types including office documents. It provides: Q Q Q Q Q Q Do no Q Fast search to eliminate time wasted searching through folders for files. while ensuring that design revisions as well as complex file relationships are managed. B t c et op a D y ra or ft di st ri Q bu PDMWorks Workgroup is an affordable data management solution offering users a fully integrated. Automatic management of complex file relationships. Historical record of file changes that ensures you are always working with the right revision. Resources to show if someone else is already working on a file. References are tracked both down (madefrom) and up (where-used).

bu Q 8 PDMWorks Workgroup Overview . Users Check Out or Open files from the vault.Lesson 1 SolidWorks 2008 Training Manual PDM Concepts and File Management PDMWorks Workgroup Overview PDMWorks Workgroup provides a secure method of working. they Check In changes and then may release ownership. The basic philosophy of PDMWorks is: Q Q Q Q Q The process looks like this: Do no B t c et op a D y ra or ft di st ri The PDMWorks Workgroup Process te Q Files are stored in the vault. The user works with the files locally thus gaining maximum speed. All required files are copied to the user’s local work space. Only changed files need to be Checked In to the vault thus minimizing network traffic. When users are finished with the files. Users have access to the vault. delete the local files or both.

PDMWorks Workgroup has three components: Vault The vault is a directory (usually on a server) where documents are stored in project directories. increment revisions and lifecycle status. The vault administrator installs and maintains the vault. The PDMWorks Workgroup Viewer enables users to view and print documents and create reports. PDMWorks Client Client software is used by the general users. revision and lifecycle schemes. Do no B t c et op a D y ra or ft di st ri VaultAdmin Tool PDMWorks Workgroup Components 9 . either inside SolidWorks or as a part of SolidWorks Explorer.SolidWorks 2008 Training Manual Lesson 1 PDM Concepts and File Management PDMWorks Workgroup is designed to run both natively inside of SolidWorks and as an add-in to SolidWorks Explorer. to access the PDMWorks Workgroup functions. Using the VaultAdmin tool. view information and create reports. te PDMWorks Workgroup Components bu The vault is protected from direct user access through permissions within the operating system. The client software is used to check documents in and out. the administrator creates users and projects. All access to the vault must be through PDMWorks Workgroup. The VaultAdmin tool provides access for the PDMWorks Workgroup administrator to set up the system. PDMWorks Workgroup Viewer The PDMWorks Workgroup Viewer provides web-based access to the vault. All data and file associations are maintained in the vault. and establishes global settings that affect all users.

This creates external references. checking in a modified version of that document. Revision Numbers Revision numbers are established during PDMWorks Workgroup installation and the scheme is maintained by the vault administrator. References SolidWorks References Attachments SolidWorks File Management References are logical links between different documents in the vault. or use any Product Data Management system with SolidWorks. A locked document in the vault is protected from any user. no In order to properly manage SolidWorks files. it is important to understand just what SolidWorks files contain and how they relate to one another. File Storage Only one copy of a document is stored in the vault. A document is locked whenever someone has ownership of that document. Each revision of a document is kept in the vault so you can open any version. SolidWorks files references are automatic based on the SolidWorks assembly hierarchy. no matter how many other files reference it. For example. The vault maintains the references established in SolidWorks. Users establish these links manually. Locking bu B t c et op a D y ra or ft di st ri Ownership te Basic Rules When you have ownership of a document. Do SolidWorks File Structure 10 The SolidWorks file structure is a single point database. Revision numbers can only go forward. other than the owner. there cannot be two parts called “Bracket”. There are several principals of SolidWorks File Management that are key to our understanding of PDMWorks Workgroup. This means that each piece of information is stored in only one file. Any other file that needs that piece of information must reference the file where the information is stored rather than copy the information into itself. In the vault. there are some basic principles that need to be understood.Lesson 1 SolidWorks 2008 Training Manual PDM Concepts and File Management In PDMWorks Workgroup. Basic Rules . PDMWorks Workgroup does not change the way SolidWorks searches for or references files. Attachments are logical links from non-SolidWorks documents to either SolidWorks or other non-SolidWorks documents. Only one person can have ownership of a document at any time. Project Names Both project names and project descriptions must also be completely unique. First and foremost. never backwards. File Names Every file name must be unique. you have the right to change that document and then check the document into the vault.

all files that use that part are updated. Linked data is stored in the source file. File references are created by linking files rather than duplicating information in multiple files. once inserted. information sharing between files can be handled either by linking or embedding the information. information is updated only if the source file is modified. In other words. no Linking is also useful when you want to include information that is maintained independently. Linked Objects When an object is linked. Referenced files do not have to be stored with the document that references them. Assemblies have references to the parts contained in the assembly. in other words they are a complete path such as D:\myfiles\bracket. There is no separate database to list the references. The destination file stores only the location of the source file (an external reference). B t c et op a D y ra or ft di st ri File Associativity bu te External references in SolidWorks are only one directional. the part does not know where it is used. In most practical applications.SolidWorks 2008 Training Manual Lesson 1 PDM Concepts and File Management External References External references are the links between documents. such as data collected by a different department. The individual parts do not have references back to the assembly. are no longer part of the source file. SolidWorks provides several tools to determine the references that exist and their location. 11 .sldprt. The main differences between linked objects and embedded objects are where the data is stored and how you update the data after you place it in the destination file. This highlights the fact that each file must always know the path to all of the files it references. the referenced documents are stored in multiple locations on the computer or network. information in the destination file doesn't change if you modify the source file. Do Embedded Objects File References When you embed an object. These are absolute references. File References SolidWorks creates files that are compound documents that contain elements from other files. instead a pointer in the file header lists the referenced files and their location. The advantage of using external references is that when information such as a dimension in a part is changed. Object Linking and Embedding (OLE) In the Windows environment. Embedded objects become part of the destination file and. and it displays a representation of the linked data.

Part Table Assembly e Fil ce In-Context Reference Re fe re nc e Split Part Fil eR ef e r en Derived Part Library Feature ce er ind B n si g De en fer Re B t c et op a D y ra or ft di st ri Design Re Fi le bu e Fil ce en r e f te Drawing Mirror Part Insert Part Find References Find References provides the exact locations of referenced part and assembly files. Copy List makes a copy of the search results list on the Windows clipboard. Pack and Go provides a method to copy all references as well as drawings and COSMOS results to either a specific directory or a Zip file. which is used to copy the parent and all referenced files to a single location. or to create a ZIP file. Copy Files opens Pack and Go. Where to Find It Q Copy Files The Copy Files button is used to copy the files to another. Find References will display the Search Results dialog box which lists the component files used. directory. This can then be pasted into other documents. common. including the full path names. Some of the references can be linked or embedded. File Reference Example . select Find References. This is useful if you have several versions of the component files.Lesson 1 SolidWorks 2008 Training Manual PDM Concepts and File Management File Reference Example The many different types of external references created by SolidWorks are shown in the following graphic. Print sends the list of references to the printer as plain text. Do Copy List no Print Pack and Go 12 From the File menu.

data. In a part document. This in-context feature has an external reference to the other component. It does not provide feature. Do no Out of Context File Reference Example 13 . each file should be changed from the default name (Part1. in-context features do not update unless the assembly is open. the command File. te If you change the geometry on the referenced component. entity or component information for each in-context entity. if the assembly document is closed). assigning the part number when the file is first created can prevent file reference problems later. Because update holders are part of the assembly file. Find References. These update holders are the features that cause the in-context features in one part to update based on changes in the referenced part. Do not confuse the command List External References with File. the associated in-context feature changes accordingly. List External References lists the specific feature. or component information. status. updating occurs the next time you open the assembly that contains the update path. data. entity. status. If the update path is not available (for example. if they exist. Only one document of a given name can be open at any one time. Find References only lists the name of externally referenced documents. Because changes propagate through the assembly to the in-context feature. File Names B t c et op a D y ra or ft di st ri bu Note Update Holders Unique file names are key to managing files in SolidWorks. etc.SolidWorks 2008 Training Manual Lesson 1 PDM Concepts and File Management List External References In an assembly. The external references created between components are listed as features at the bottom of the assembly FeatureManager design tree. in-context features are out of context if the assembly is not open. When first saved. Assembly1.) to something unique. If part numbers are used. you can create an in-context feature on one component that references the geometry of another component.

Whenever a file is opened. B t c et op a D y ra or ft di st ri bu Open te Opening Files RAM Fixed Disk Save To better understand where files are stored and which copy of the file we are working on. When the computer is turned off. Do no Computer Memory 14 Opening Files . any information in RAM is lost. it is copied from its storage location to the computer’s Random Access Memory or RAM. This includes the computer hard drive. Fixed Memory Fixed memory is all the non-volatile memory. zip disks. All changes to the file are made to the copy in RAM and only written back to the original files during a Save operation. This memory only stores information when the computer is operating. it is important to differentiate between the two main types of computer memory. Random Access Memory Random Access Memory (RAM) is the volatile memory of the computer. flash drives. floppy disks. Fixed memory holds its information even when the computer is not running. CDs and DVDs.Lesson 1 SolidWorks 2008 Training Manual PDM Concepts and File Management SolidWorks is a RAM-resident CAD system.

The old file in RAM is closed without saving. date. and keywords that identify topics or other important information in the file. the subject. do not update the references to this new file. Do Preset properties can accept text. Document properties can be used to display information about a file or to help organize files so that they can be found easily. update the references to this new file. Save As Copy Copy the file in RAM to the fixed disk under a new name or file type. Metadata File properties and attributes are sometimes referred to as Metadata.txt. SolidWorks adds and has available file properties unique to SolidWorks that are more suited to engineering than the default properties associated to other Windows documents. Q Preset no Preset properties already exist. but the user must fill in the text value. If this file is being referenced by any open SolidWorks files. SolidWorks provides three options for saving files. Classes of File Properties File properties can be grouped into several classes. The preset file properties used in SolidWorks are stored in the file Property. Q Automatic Automatic properties are maintained by the application that created the property. yes/no and numerical data. leaving the copy in RAM open. Save As Copy the file in RAM to the fixed disk under a new name or file type. You can search for documents based on document properties. Save Copy the file in RAM to the fixed disk. B t c et op a D y ra or ft di st ri bu te Saving Files File Properties File properties are details about Windows based files that help identify it – for example. last modified and file size. the author name. This file may be edited to add or remove preset properties. leaving the copy in RAM open.SolidWorks 2008 Training Manual Lesson 1 PDM Concepts and File Management Saving files writes the file information in RAM to a location on a fixed disk. These include properties such as the date the file was created. replacing the file in RAM with the new file. Saving Files Q Custom Custom properties are defined by the user and apply to the entire document Q Configuration specific Configuration specific properties apply only to a specific configuration. a descriptive title. If this file is being reference by any open SolidWorks files. If this file is being referenced by any open SolidWorks files. Each has a different effect on file references. 15 . there are no changes to the reference. Additional properties can be added based on the user’s needs.

status. revision blocks and annotations. description. These include the part’s mass and material. These include: number. Specific procedures are found in the training course Advanced Assembly Modeling. Q Design tables B t c et op a D y ra or ft di st ri Design tables can create custom properties using a column header $PRP@property where property is the name of the property to be created and populated with the information created in the design table. or they can be created by other procedures. Q Parts. 16 File Properties . Specific procedures are found in the training course SolidWorks Drawings. BOM. Properties. PDMWorks can also be configured to add additional properties defined by the Vault Administrator. Annotations linked to file properties will update as the properties change. assemblies and drawings File properties can be used to create parametric notes. Q Creating File Properties File properties can be created directly in the file. Q Assemblies Advanced Selection and Advanced Show/Hide can select components based on specific file properties.Lesson 1 SolidWorks 2008 Training Manual PDM Concepts and File Management Q SolidWorks custom properties There are several custom properties that can be automatically updated by SolidWorks. project and revision. Click File. Uses of File Properties File properties can be used for several operations. Q Drawings Do no File properties can be used to fill in data in the title block. Direct method bu Q te Where to Find It File properties are added directly to the file by the user. Q PDMWorks Workgroup PDMWorks Workgroup will add several custom properties to files checked into the vault.

The last path you specified to open a document. components are loaded in memory according to the suppression state they were in when the assembly was saved.SolidWorks 2008 Training Manual Lesson 1 PDM Concepts and File Management When any parent document is opened. Users may establish a list of directories for SolidWorks to search first. The directory paths specified in the Referenced Documents list on the File Locations tab in Tools. D:\. This is the path stored in the parent document except that the drive path (C:\. This is the absolute path name stored with the parent document. SolidWorks will search in the same directory for the referenced files. External Reference Search Order 17 . When you open a parent document. In the case of assemblies. SolidWorks will use that file. The last path the system used to open a document. Generally. te External Reference Search Order The SolidWorks software searches for referenced documents in the following order: bu 1. This applies if the system opened a referenced document last. it turns the process over to the user to search manually. etc. Establishing this list is optional and may be bypassed. 4. System Options (optional). 5. these directories would be shared network locations where projects are stored. B t c et op a D y ra or ft di st ri 2. no 7. If a referenced file is still not found. 3. Options. SolidWorks gives you the option to browse for it. When SolidWorks reaches the end of the search list and has not found a document. The path where the referenced document was located when the parent document was last saved. The path where the referenced document was located when the parent document was last saved with the original disk drive designation. Random Access Memory If a file with the correct name is already in memory. Important! PDMWorks Workgroup does not change the SolidWorks search order. Do Note All updated reference paths in the parent document are saved when you save the parent document. 6.) is considered to be the current drive. all documents that are referenced by the parent document are also loaded into memory.

Lesson 1 SolidWorks 2008 Training Manual Do no B t c et op a D y ra or ft di st ri bu te PDM Concepts and File Management 18 External Reference Search Order .

you will be able to: Understand the functions in SolidWorks Explorer.bu te SolidWorks 2008 Training Manual B t c et op a D y ra or ft di st ri Lesson 2 SolidWorks Explorer and PDMWorks Workgroup Add-In Upon successful completion of this lesson. Q Use Pack and Go to package files. Do no Q 19 . Q Use SolidWorks Explorer to prepare files for PDMWorks Workgroup check in. Q Open the PDMWorks Workgroup Add-In.

Lesson 2 SolidWorks 2008 Training Manual Do no B t c et op a D y ra or ft di st ri bu te SolidWorks Explorer and PDMWorks Workgroup Add-In 20 .

as well as revise any sub-assemblies and main assembly in which the part is used. As a result. it is treated as a typical document and it can be tiled or cascaded. The changed part will appear in the modified assembly only. Later we will use SolidWorks Explorer with the PDMWorks Workgroup Add-In to obtain information about files in the vault. Do no In this example. assembly and drawing files. Using the PDMWorks Workgroup Add-In. leaving the original assembly intact. they can neither check in nor check out SolidWorks documents to or from the vault. through the PDMWorks Workgroup AddIn. to access the PDMWorks Workgroup vault. someone using SolidWorks Explorer and the PDMWorks Add-In without SolidWorks. PDMWorks Workgroup Contributor 21 . through either the SolidWorks Explorer with PDMWorks Workgroup Add-In or the PDMWorks Workgroup Viewer. we want to identify where the parts are used. It is used to modify unopened part. bu te Our perspective in this lesson will be that of a SolidWorks Contributor. we will be preparing an assembly to be checked into the vault. This lesson explains how to use SolidWorks Explorer. SolidWorks Explorer can also be used on systems with SolidWorks installed to access the vault. If SolidWorks Explorer is used within SolidWorks. it can also access information in the PDMWorks Workgroup vault. revise the name of the part and its associated drawing. however it provides no additional functions beyond those already available inside SolidWorks. B t c et op a D y ra or ft di st ri SolidWorks Explorer Without SolidWorks installed. a program that is included with the SolidWorks software.SolidWorks 2008 Training Manual Lesson 2 SolidWorks Explorer and PDMWorks Workgroup Add-In PDMWorks Workgroup Contributor The vault may be accessed from computers that do not have SolidWorks installed. We will first use SolidWorks Explorer to prepare files to be checked into the vault. SolidWorks Explorer can be run as a stand-alone application or run within the SolidWorks application. SolidWorks Explorer with the PDMWorks Workgroup Add-In gives users the same functionality of the SolidWorks client with only one exception. It also integrates with PDMWorks® Workgroup. SolidWorks Explorer is a Windows-based application that enables design team members who are not SolidWorks users to access and manage design information.

relationships to other documents. except View. Results Document Information This pane lists the active document and its basic information. SolidWorks Search Assistant The SolidWorks Search Assistant provides an easy method to search for files both on your system and 3D Content central. Click on the tabs to see its properties. similar to Windows Explorer. and a detailed eDrawings® preview. When any tab. enabling you to browse for files.Lesson 2 SolidWorks 2008 Training Manual SolidWorks Explorer and PDMWorks Workgroup Add-In Window Layout SolidWorks Explorer has several main features: Toolbar Property/Operation Tabs bu te SolidWorks Search Assistant B t c et op a D y ra or ft di st ri Preview Pane File Explorer/Results Pane Document Information Pane Tag Search File Explorer This pane displays the entire folder structure of your hard drive(s). is selected a 2D preview of the file is show in the Preview Pane. Microsoft Desktop Search must be installed for the SolidWorks Search Assistant to function. The results of searches are shown in this pane. To change to another document. just browse to and click on it in the File Explorer/Results pane. Tag Search 22 PDMWorks Workgroup Contributor . Do no Preview Type a tag value in the box to search for files that contain the tag.

References Lists the references of any part (including derived or mirrored parts. or drawing). or drawing file in the main window. custom properties. including path. including any derived or mirrored parts. They are also available from the Tools menu. Properties List and edit the summary information. assembly. Hyperlinks Allows you to list and edit any hyperlinks the files may have. B t c et op a D y ra or ft di st ri bu te Info File Management Options Configurations Edit the configurations of a file by renaming or deleting them. Replace Rename Pack and Go Open Do no Selecting a file will open a popup toolbar. Where Used Lets you search for all the places where a specific part or assembly is used. Lists basic information about the file. View Displays an image of the selected part. You cannot edit the actual makeup of a configuration by suppressing or unsuppressing features/components. PDMWorks Workgroup Contributor 23 . SolidWorks Explorer has several file management functions available by selecting a filename or right-clicking a filename in the File Explorer.SolidWorks 2008 Training Manual Lesson 2 SolidWorks Explorer and PDMWorks Workgroup Add-In Operations SolidWorks Explorer has several functions available from the Operations tool bar. assembly. type and date modified. or configuration specific properties of files.

SolidWorks Explorer does not provide vaulting. SolidWorks is started for parts. then prepare an assembly for introduction into PDMWorks Workgroup. For example. SolidWorks 2008. it is treated like a standard file window and can be tiled. SolidWorks Pack and Go Copies a SolidWorks file including references. and create a ZIP file. In an assembly. minimized. does provide some PDM capability through SolidWorks Explorer. From the Windows Start menu. in the same manner as a PDM (Product Data Management) application. When it is opened inside SolidWorks. Create a shortcut by dragging the SolidWorks Explorer icon from the SolidWorks installation directory onto your desktop or Quick Launch toolbar. Case Study: SolidWorks Explorer . If SolidWorks Explorer is running stand-alone. Where to Find It Q Q Procedure no Q Do Case Study: SolidWorks Explorer 24 From the SolidWorks Tools menu.Lesson 2 SolidWorks 2008 Training Manual SolidWorks Explorer and PDMWorks Workgroup Add-In The following functions are available: Opens the file in the appropriate program based on the file type. however. We will begin by finding an existing assembly in SolidWorks Explorer.. It is important to remember that SolidWorks Explorer alone does not provide true revision control.. The PDMWorks Workgroup Add-In. click All Programs. We will set the options. Important! Using SolidWorks Explorer SolidWorks Explorer can be started from within a SolidWorks session or executed as a stand-alone program.. assemblies and drawings if it is installed. B t c et op a D y ra or ft di st ri bu te Open Replace Replaces the file with another of the same type. check out/check in. with options to add a suffix or prefix to each reference file. This case study will introduce SolidWorks Explorer and its functions. Rename Renames a SolidWorks file and updates its Where Used. select SolidWorks Explorer. or cascaded. SolidWorks Explorer. all instances of the component are replaced. We will explore this later in the lesson. or read/write control capabilities.

no For consistency. click any file or folder. Case Study: SolidWorks Explorer 25 . SolidWorks 2008. SolidWorks Explorer. we must first set the SolidWorks Explorer options to make sure the results we see are the same. all that will open is the Search Assistant. The File Explorer/Results pane will open. on the SolidWorks Explorer Do Click SolidWorks Explorer Options toolbar. B t c et op a D y ra or ft di st ri In the File Explorer. All Programs. SolidWorks Explorer will now open the Document Information/Preview pane. bu Click the Expand icon . te When we first start SolidWorks Explorer. 2 SolidWorks Explorer Options.SolidWorks 2008 Training Manual Lesson 2 SolidWorks Explorer and PDMWorks Workgroup Add-In 1 Click Start.

B t c et op a D y ra or ft di st ri bu te The local options set the items we will see in the SolidWorks Explorer pane. Locate and select the Case Study folder in the training files directory: …\SolidWorks 2008 Training Files\PDMWorks Workgroup Contributor\. and therefore the time to conduct the search. it must search for them.Lesson 2 SolidWorks 2008 Training Manual SolidWorks Explorer and PDMWorks Workgroup Add-In 3 Local options. 26 Case Study: SolidWorks Explorer . we can direct SolidWorks Explorer to search only certain folders. Click Add Folder. To limit the search. Select the options shown. SolidWorks Explorer does not have a database from which to find the relationships between files. 4 References/Where Used. Do no Set the remaining options as shown. Instead. Select the References/Where Used tab.

SolidWorks 2008 Training Manual Lesson 2 SolidWorks Explorer and PDMWorks Workgroup Add-In 5 Add-Ins. but for now clear the selection. Locate and select the Case Study folder in the training files directory: …\SolidWorks 2008 Training Files\PDMWorks Workgroup Contributor\. Set the options as shown. Do no Click OK to close the options. Later in the lesson we will establish this connection with PDMWorks Workgroup. Select the Add-Ins tab. such as PDMWorks Workgroup. 6 Search. Click Add Folder. B t c et op a D y ra or ft di st ri bu te Add-Ins are used to connect SolidWorks Explorer to other programs. Select the Search tab. The Search tab controls the path and display used during searches. Case Study: SolidWorks Explorer s 27 .

28 Case Study: SolidWorks Explorer . locate the …\SolidWorks 2008 Training Files\PDMWorks Workgroup Contributor\Case Study\Scorpion Clutch directory and select the assembly 217440c. B t c et op a D y ra or ft di st ri bu te In the File Explorer.Lesson 2 SolidWorks 2008 Training Manual SolidWorks Explorer and PDMWorks Workgroup Add-In 7 Select a file. 8 File properties. There are seven property operations tabs that provide different pieces of information about the selected file. Do no Examine the Document Information pane.

These are the custom file properties stored with the file. this is the information found on the General tab. Do no Properties B t c et op a D y ra or ft di st ri bu te Info Case Study: SolidWorks Explorer 29 . If you right-click a file in Windows Explorer. this is the information from the Custom tab.SolidWorks 2008 Training Manual Lesson 2 SolidWorks Explorer and PDMWorks Workgroup Add-In These are the automatic general file properties stored with Windows files. If you rightclick a file in Windows Explorer.

This is sometimes called “looking up” as we are looking for the references above the selected file that use the selected file. Do no Where Used B t c et op a D y ra or ft di st ri bu te References 30 Case Study: SolidWorks Explorer .Lesson 2 SolidWorks 2008 Training Manual SolidWorks Explorer and PDMWorks Workgroup Add-In Which other files are referenced by this file. This is sometimes called “looking down” the references because we are looking at the references below the selected file. Which files use this file.

The three dimensional preview is available using eDrawings. You can zoom. Hyperlinks Any hyperlinks in the file are listed. rotate. Do no View B t c et op a D y ra or ft di st ri bu te Configurations Case Study: SolidWorks Explorer 31 . animate and print the model from this view.SolidWorks 2008 Training Manual Lesson 2 SolidWorks Explorer and PDMWorks Workgroup Add-In The configurations of this file.

Preview Picture Renaming Components You can use SolidWorks Explorer to rename components in an assembly. Renaming Components . If we are transitioning from a non-PDMWorks system to PDMWorks Workgroup.Lesson 2 SolidWorks 2008 Training Manual SolidWorks Explorer and PDMWorks Workgroup Add-In B t c et op a D y ra or ft di st ri bu 2D Preview Picture te The two dimensional preview is a bitmap save with the file. we may have to fix problems with the existing naming convention such as removing the revision from the filename. You can select different files in the preview window or in the list below the preview window. This is useful for changing a “generic” name to a true “part name” at the assembly level. each filename must be unique. We can not have multiple files with the same name. You may also cycle through the previews using the scroll bar or arrows in the preview window. When a folder is selected. all the files in the folder are previewed. Do Remember no The benefit of using SolidWorks Explorer is that we can rename files and maintain the file references without opening the files and creating additional copies. 32 The documents must not be open in SolidWorks when you modify them using SolidWorks Explorer. For PDMWorks Workgroup.

sldprt must have its generic name replaced by a part number. The following part and assembly files need to have the revision number removed from the file name: Q Q 207689C_revB.SLDASM must have its name replaced by a part number and the revision removed from the name. on the 207800C.SLDPRT 10 Rename sleeve. In the File Explorer. Click Rename popup toolbar.SLDPRT.sldprt.SLDASM 217147C2_revA.SolidWorks 2008 Training Manual Lesson 2 SolidWorks Explorer and PDMWorks Workgroup Add-In 9 Clutch Assembly.sldprt Do no Change the name to the part number 207800C. bu There are several files that need to be renamed before they can be checked into the PDMWorks Workgroup vault: te Select the Clutch Assembly_revC.SLDASM in the File Explorer. The top level assembly Clutch Assembly_revC. Renaming Components 33 . select the sleeve part. B t c et op a D y ra or ft di st ri The part named sleeve.

Click OK. the reference will update. After Do no Before 34 Renaming Components . we would simple clear the selection. Make sure the assembly is selected so that when we change the name of the sleeve. it is important to know where the file is used so we can control which references will be updated.Lesson 2 SolidWorks 2008 Training Manual SolidWorks Explorer and PDMWorks Workgroup Add-In Where Used The Where Used option is used to find where components are used. derived parts and parts with in-context features based on the search path that was set up in the SolidWorks Explorer Options. te When renaming files. This will search for references to the component in assemblies. bu 11 Set where used. If we didn’t want the reference to update. It shows B t c et op a D y ra or ft di st ri that this part is only used in the assembly 207689C_revB. Update where used lists the files that reference the sleeve.SLDASM. drawings.

SLDASM Files can be opened directly from SolidWorks Explorer Select or right-click a file in the left pane. As this course is generally taught in classrooms where SolidWorks is available. we would see that the file has been renamed and the assembly reference has been updated.SLDASM 207689C. in Q Note Our assumption at the beginning of this lesson is that we are using PDMWorks Contributor because we do not have SolidWorks available on our computer.SLDASM Clutch Assembly_revC.SLDASM 200108. After B t c et op a D y ra or ft di st ri bu te Before 12 Rename additional components. Do no Where to Find It Renaming Components 35 . If you do not have SolidWorks loaded.SLDPRT 207689C_revB.SLDPRT 217147C2. we will demonstrate the effects of the previous steps on the files in SolidWorks. rename the remaining three files: Opening Files Original Name Renamed 217147C2_revA. Using the same technique. then click Open the toolbar.SolidWorks 2008 Training Manual Lesson 2 SolidWorks Explorer and PDMWorks Workgroup Add-In If we had opened SolidWorks. you will obviously not be able to do the next step.

Renaming Components . Find References the click Copy Files. 36 In the Document Information pane. optionally adding a suffix or prefix (such as “_Rev1”). does not copy its components. Check the FeatureManager design tree. Where to Find It Q Select a file in the File Explorer and click SolidWorks Pack Q on the toolbar. File. te Select the assembly 200108. Pack and Go B t c et op a D y ra or ft di st ri 14 Close SolidWorks. Do In the File Explorer. select the References tab. Copying an assembly file only. SolidWorks Explorer and SolidWorks Pack and Go are designed to maintain these references correctly. select the assembly 200108. in fact. In SolidWorks. then click Open . an assembly copied with Windows Explorer will attempt to reference the original components. All four files show that their names have been changed and the references have been updated. it is very important to realize that references can easily be lost.SLDASM. the Scorpion Clutch folder and a sub-folder named Fasteners. SolidWorks Pack and Go copies an assembly and all its references. Using Windows Explorer to copy SolidWorks files is not recommended. Our objective is to get all of these files in a single folder that we can ZIP and send to someone. and Go no Q r 15 Determine references. in one operation.Lesson 2 SolidWorks 2008 Training Manual SolidWorks Explorer and PDMWorks Workgroup Add-In 13 Open the assembly. A ZIP file may also be generated. Notice that the referenced files are in two locations. bu Select Don’t open any referenced documents and click OK. Pack and Go. click File. Or.SLDASM. When intending to copy SolidWorks files.

SolidWorks 2008 Training Manual Lesson 2 SolidWorks Explorer and PDMWorks Workgroup Add-In 16 Pack and Go. Click Save. 37 .SLDASM. Select Save To Folder. no Click Make New Folder. Renaming Components Select Flatten to a single folder. Do Click OK to close the dialog. The Pack and Go dialog box should close automatically. Click Browse and select the …\SolidWorks 2008 Training Files\PDMWorks Workgroup Contributor folder. Select the assembly 200108. Name the new folder Transfer. We do this to avoid having subfolders under the Transfer folder. then click Pack and Go . B t c et op a D y ra or ft di st ri bu te The assembly and all the referenced files will be listed. 17 Save to a location.

Click Create New Folder. Select the assembly 200108. Select the References tab. Do You can check the file contents by selecting the Zip file and then click Open . locate the Compressed folder.SLDASM. no In the File Manager. Click Save to close the dialog. te Notice that all the referenced files are in the Transfer directory. Select the assembly 200108. Name the file Scorpion Clutch. 38 Renaming Components . . In the File Manager. we will create a ZIP file containing the assembly and all the references. Click Save. locate the Transfer folder. 20 Locate the files. Name the new folder Compressed.Lesson 2 SolidWorks 2008 Training Manual SolidWorks Explorer and PDMWorks Workgroup Add-In 18 Locate the files.SLDASM. then click Pack and Go B t c et op a D y ra or ft di st ri Select Save To Zip File. The Pack and Go dialog box should close automatically. bu To make transfer of the files easier. 19 Save to a ZIP file. Click Browse and select the …\SolidWorks 2008 Training Files\PDMWorks Workgroup Contributor folder.

set Display Labels and PDMWorks Options B t c et op a D y ra or ft di st ri Q bu From the Vault View: Q Q Q Q Q Q Q Q From the Local View (File Explorer): Q Q Q Q Q Q Q In this case study. PDMWorks Workgroup Add-In Functions The following functions can be done with the PDMWorks Workgroup Add-In. click SolidWorks Explorer Options . In SolidWorks Explorer. Select PDMWorks Workgroup. no Case Study: PDMWorks Workgroup Add-In Find Document in the Vault Update Document or All from Vault Refresh Views Check in non-SolidWorks documents to the vault Pack and Go Rename Files Replace files Do 1 Open the PDMWorks Add-In.SolidWorks 2008 Training Manual Lesson 2 SolidWorks Explorer and PDMWorks Workgroup Add-In SolidWorks Explorer is used as the interface to PDMWorks Workgroup when not using SolidWorks. Select the Add-Ins tab. Click Apply. The one major difference is that you can neither check in nor check out SolidWorks files from SolidWorks Explorer. This interface has all the same components as found in SolidWorks for accessing the vault.non-SolidWorks files Check Out . we will examine the PDMWorks Workgroup Add-In user interface and the information that we can obtain from files in the vault. PDMWorks Workgroup Add-In 39 . te PDMWorks Workgroup Add-In Q Q Q Document Information Check In .non-SolidWorks files Take and Release Ownership Change Project Bump revisions Find/Search Document Reporting Open Document Delete Document Add Note Refresh Vault View.

Do no Select the options shown. Once the add-in is opened. we will setup the PDMWorks Workgroup options before proceeding with the rest of the case study. te 3 bu The options on this tab control the way files are displayed in SolidWorks Explorer and the format for the output files that may be created. For consistency. 4 Command Defaults. Select the Vault tab. This tab controls the default options when checking in or checking out files. Select the Command Defaults tab. These options can be overridden during the check in or check out process. there will be four more tabs in the SolidWorks Explorer options that are used for PDMWorks Workgroup. 40 Case Study: PDMWorks Workgroup Add-In . Vault options. B t c et op a D y ra or ft di st ri Select the options shown.Lesson 2 SolidWorks 2008 Training Manual SolidWorks Explorer and PDMWorks Workgroup Add-In 2 PDMWorks options.

SolidWorks 2008 Training Manual

Lesson 2
SolidWorks Explorer and PDMWorks Workgroup Add-In

5

Folders.

Select the Folders tab.
This tab controls the default location used when files are copied from
the vault.

You may have to create these two folders.

B
t c et
op a D
y ra
or ft
di
st
ri

bu

Note

te

Click the Browse button and set the two paths as shown.

6

Labels.

Select the Labels tab.

This tab controls the labels that will be shown in the vault view and the
the way project names will be displayed.
Select the options shown.

Do

no

Click OK.

Case Study: PDMWorks Workgroup Add-In

41

Lesson 2

SolidWorks 2008 Training Manual

SolidWorks Explorer and PDMWorks Workgroup Add-In

Vault View

B
t c et
op a D
y ra
or ft
di
st
ri

bu

te

Once the PDMWorks Workgroup Add-In is selected, the File Explorer
pane will be divided, showing the Vault View in the bottom of the pane.
Once we are logged into the vault, the contents of the vault will be
visible to us in this pane.

Do

no

Vault View

42

Case Study: PDMWorks Workgroup Add-In

SolidWorks 2008 Training Manual

Lesson 2
SolidWorks Explorer and PDMWorks Workgroup Add-In

7

Login.

bu

B
t c et
op a D
y ra
or ft
di
st
ri

Type localhost for Vault
computer. This means that the
vault is located on your
computer. If it were not, we
would type the name or IP
address of the computer where
the vault is located.

te

Right-click in the Vault View
and select PDMWorks
Workgroup Login.

Type Training Vault for
the Vault description.

The login process requires us to provide our user name, password and
vault location.
Rather than type our user name, we can select from all available user
names recognized by PDMWorks by clicking Browse .

Note

The vault name (the name of the computer holding the vault) must be
entered before the Browse
button will work.

8

User.

We will log in as Bob White.

Select Bob White from the list.

Do

no

Click OK.

Case Study: PDMWorks Workgroup Add-In

43

Lesson 2 SolidWorks 2008 Training Manual SolidWorks Explorer and PDMWorks Workgroup Add-In 9 Password. 44 Case Study: PDMWorks Workgroup Add-In .New document or new document reference.Document is the same as the file in the vault. White line through a blue circle . The one difference we see in the Local View. The File Explorer or Local View shows the local drives just as they would appear in the Windows Explorer.Document is newer than the file in the vault. Do White star in green circle . Each file will have an icon in front of it to show how it compares to the vault. Local View B t c et op a D y ra or ft di st ri bu Click Login. te Type bob as the password. now that the PDMWorks Workgroup Add-In is started. In our vault. no White equal sign within a gray circle .Document is older than the file in the vault. everyone’s default password is the first three letters of their first name in lower case. Local View Status Icons The Local View provides the status of the files in view compared to the vault. White upward arrow within a green circle .Document does not exist in the vault. White downward arrow within a red circle . is that the Local View is compared against the vault and the status of the documents on the local drive are shown by status icons.

No access The upper part of the left pane is the Local View. The lower section is the Vault View.Write and Read access Blue . Each project is color coded to show the user’s level of access. with the colors indicating our (Bob White) access to the various projects. bu Gray . Orange . Local View The displayed vault structure is similar to Windows Explorer in that we have projects (folders) and sub-projects (sub-folders) Do no Vault View Case Study: PDMWorks Workgroup Add-In 45 .SolidWorks 2008 Training Manual Lesson 2 SolidWorks Explorer and PDMWorks Workgroup Add-In Vault View The Vault View shows the contents of the PDMWorks vault.Not Revision managed B t c et op a D y ra or ft di st ri 10 Examine the views. It is organized like the FeatureManager design tree. The icons in front of each file shows that they are not in the vault.Read Only access te Black .

the vault administrator can create an indexed catalog. we are only looking in the vault. History/Notes provides a list of all action that occurred with the file. Do Revision/ Configuration Specific Information. Where Used In addition to the other properties that were available in SolidWorks Explorer. B t c et op a D y ra or ft di st ri History/Notes bu The one drawing in this project.Lesson 2 SolidWorks 2008 Training Manual SolidWorks Explorer and PDMWorks Workgroup Add-In 11 File references. The vault used in this lesson does not use the indexed search. 46 In the header section of the right pane there are two pull-down lists. is listed under the part Speaker Frame. expand the project General Project and the sub-project Speaker Assembly. In the Vault View. select the file Speaker-Dual. SolidWorks Explorer must actually search for the file based on the search options. This was done automatically by PDMWorks. we will get a much faster response when we select Where Used. the parts used by the assembly where listed under the assembly. To speed the search even more. When we select Where Used in the Local View. te When the Speaker-Dual assembly was checked into the vault. Note 12 Document Properties. Select Revision Select Configuration Case Study: PDMWorks Workgroup Add-In . there is an additional tab available whenever we select a file in the vault. no Listed are all the actions taken with this file since originally being checked into the vault. In the Vault View. 13 File history. When we select a file in the vault view. The information displayed under the various tabs will then be specific to that revision and/or configuration. We can select either or both the revision and configuration.SLDASM found in the Speaker Assembly project under General Projects. Select the History/Notes tab. When we select Where Used for a file in the vault. Speaker Frame.

Do no Revision A of the Speaker-Dual assembly used different revisions of the referenced parts.02. Case Study: PDMWorks Workgroup Add-In 47 . select revision A for the assembly. B t c et op a D y ra or ft di st ri bu The vault administrator has archived some of the revisions to save space in the vault. In the Revision column.SolidWorks 2008 Training Manual Lesson 2 SolidWorks Explorer and PDMWorks Workgroup Add-In 14 Select revision. we can see the revisions of each of the referenced parts when the assembly is at revision C. 15 Change revision. Some of the information we were looking at under the other tabs was revision specific. we PDMWorks Workgroup will not display the document properties for the file. By default. Select the References tab. We can see that this assembly has been through many revisions. we were looking at the information for the latest revision which is C. In the revision list.02. If we select an archived revision. te Select the revision list titled C-02 (Latest).

02 (Latest).Lesson 2 SolidWorks 2008 Training Manual SolidWorks Explorer and PDMWorks Workgroup Add-In 16 Select a configuration. 17 Change configuration. 48 Case Study: PDMWorks Workgroup Add-In . Select the configuration Single Speaker Assembly. Single Speaker no Dual Speaker Do 18 Close SolidWorks Explorer. Select the configuration Dual Speaker Assembly. Notice that there are only three referenced files now as the part Second Speaker is not used in this configuration. Change the revision back to C. B t c et op a D y ra or ft di st ri bu te The References tab show the four parts used in this configuration.

bu te SolidWorks 2008 Training Manual B t c et op a D y ra or ft di st ri Lesson 3 Managing Files with PDMWorks Workgroup Add-In Upon successful completion of this lesson. Q Check in non-SolidWorks files to the vault. Q Create a report from vault information. Do no Q 49 . Q Search the vault for specific files. you will be able to: Understand the check in/check out process.

Lesson 3 SolidWorks 2008 Training Manual Do no B t c et op a D y ra or ft di st ri bu te Managing Files with PDMWorks Workgroup Add-In 50 .

it automatically has associations with other files based on the SolidWorks structure. then select Add Attachment. right-click the file in the Local View and select Check In From Disk. and lifecycle status (if used). revisioning. When using PDMWorks Workgroup from SolidWorks Explorer. then right-click and select Remove Attachment. Where to Find It Q Q Removing Attachments Where to Find It Right-click the target document or documents that you wish the file attached to. Adding Attachments When a non-SolidWorks document is checked in to the vault. NonSolidWorks documents must be associated (attached) manually. you can only check in non-SolidWorks files. To attach a document to several documents. To remove an attached document from several documents. Q File Associations When a SolidWorks document is checked in. then select Remove Attachment. To attach a document to a document you do not own requires permission to be set by the vault administrator. B t c et op a D y ra or ft di st ri Q bu the PDMWorks vault. Or. select the target documents that you wish the file attached removed from. The vault is only accessible to users through PDMWorks Workgroup. right-click on a project in the Vault View and select Check In From Disk. it may be attached to other documents. then right-click and select Add Attachment. select the target documents that you wish the file attached to. Attachments can easily be removed from single or multiple files. Once the document is checked in. Check In from disk will check in a selected file to a specific project in Where to Find It Q te Introducing: Check In from Disk Select a file in the Local View and click Check In on the flyout toolbar. PDMWorks Workgroup will control user access to the file. Q Do no Q Right-click the attached file you want to remove.SolidWorks 2008 Training Manual Lesson 3 Managing Files with PDMWorks Workgroup Add-In Document Check In Process The process of checking in a document saves a copy of the file to the vault. Or. Document Check In Process 51 .

The number of properties is set by the vault administrator. Case Study: Check in Documents . plus file properties are added directly into this table. Document Options This section provides information about the current document and its status. Log in as Bob White (password: bob) 2 Check in an eDrawing. 1 Log in to PDMWorks Workgroup.Lesson 3 SolidWorks 2008 Training Manual Managing Files with PDMWorks Workgroup Add-In Case Study: Check in Documents We will check non-SolidWorks documents into the vault and attach them to files already in the vault. notes and setting the revision increment. from the toolbar. When a document is checked in. no Check In Options Do File Properties 52 File name File type Status icon Delete local copy? Retain ownership Check in PDMWorks Workgroup properties such as Revision. locate the eDrawing Speaker Frame. B t c et op a D y ra or ft di st ri Select the eDrawing and select Check In bu In the Local View. we have the option of adding additional information to the file properties.EDRW found the training files directory under …\Case Study\Speaker. Project and Lifecycle status. te Right-click in the Vault View and click Login.

then the letters A through Z for the primary level and 01 to 99 for the secondary level.Checked out by another user. The color of the circle indicates if the document is checked out by the current user or someone else. Some parts may need to have their number and description properties entered. Revision Scheme Delete local copy Release ownership Do not delete local copy Retain ownership Select Release Ownership and Do not Delete local copy. These properties can be added to any file in the reference list.01.Checked out by current user. Checked Out Icon Magenta circle . 3 Check in options. Do no We do not want to retain ownership of this eDrawing once it is entered into the vault and we want to keep the copy on our local drive.A+ B t c et op a D y ra or ft di st ri Primary Secondary Tertiary level level level Working copy te Secondary separator bu Primary separator The revision scheme used in this vault uses a dash (-).SolidWorks 2008 Training Manual Lesson 3 Managing Files with PDMWorks Workgroup Add-In Revision Scheme PDMWorks Workgroup can accommodate a revision scheme with three levels and a working copy level. Revision schemes are displayed as follows: Dev. Cyan circle . The Vault View shows which documents are checked out with a check mark in a colored circle. The allowed values depend on the lifecycle. Properties for Individual Parts When checking in an assembly and all its referenced parts. We can set these options by clicking on the appropriate icon in the Options. 53 . individual parts may need to have revision numbers that are different from the assembly or other parts.

The dialog box shows the vault. The eDrawing is now listed under the Speaker Frame drawing. te Click Attach to another 54 Revision Scheme . Do no B t c et op a D y ra or ft di st ri We could attach this eDrawing to other files if required by again clicking Attach to another document and repeating the process. Click OK. bu document . select the Speaker Frame drawing. This eDrawing should be attached to the SolidWorks drawing from which it was created.Lesson 3 SolidWorks 2008 Training Manual Managing Files with PDMWorks Workgroup Add-In 4 Attach to a SolidWorks file.

Revision Scheme 55 . we will not be able to use C as the revision. This will set the revision for just this one file to revision C. we must first set the lifecycle for the eDrawing to Released. the revision must valid for the lifecycle. Type Select Do no Click Apply. If we do not. If we are using lifecycles. B t c et op a D y ra or ft di st ri bu te Select the Status cell for the eDrawing and then select Released from the list. so we want the eDrawing to be at the same revision. The SolidWorks drawing is at revision C. Select the cell in the Revision column for the eDrawing. 6 Set the revision.SolidWorks 2008 Training Manual Lesson 3 Managing Files with PDMWorks Workgroup Add-In 5 Set the lifecycle. Type C in the Revision box at the top of the dialog box. As the drawing is Released and at revision C.

Revision Scheme . Select the Speaker Assembly project. We will get a warning that the file is missing a number or description. Do In the Local View. Select the cell in the Project column for the eDrawing. Click Check In. Click OK. 56 In the Vault View. Click Apply. Click OK.Lesson 3 SolidWorks 2008 Training Manual Managing Files with PDMWorks Workgroup Add-In 7 Add a note. 10 PDMWorks warning. we see that the file has been attached to the SolidWorks drawing. Neither of these properties are required and can be added later. 8 Select the project. Click the down arrow to expand the list and show all the projects in the vault. The note field can be multiple lines of text if necessary. the icon indicates that our local copy of the file is the same as the file in the vault. Select the cell in the Note column for the eDrawing. B t c et op a D y ra or ft di st ri bu te We want the file to go into the same project as the drawing. 11 PDMWorks question. no 12 Examine the views. 9 Check in the eDrawing. One final question to make sure we are checking the file into the correct project. Examine the Local View and Vault View. Type Initial check in.

Where to Find It Q Smart Dialog Boxes Smart dialog boxes allow changes made to a parent document to be applied to all the children. Click OK. 2 Name the sub-project. Introducing: Change Project Change Project allows a user. Type Sheet Metal for the Name and Stamped Parts for the Description. Q Case Study: Change Project To create a better project structure. When creating a sub-project. we will add a sub-project under the Speaker Assembly to hold all the sheet metal parts. with ownership. no The new project appears in the Vault View under the Speaker Assembly project. B t c et op a D y ra or ft di st ri bu Where to Find It 1 Create a sub-project. Changing the project permissions must be done by the vault administrator. Smart dialog boxes are enabled in the user options. te Sub-projects inherit the same permissions as their parent project. Case Study: Change Project 57 . Documents can easily be moved between projects. Right-click the document in the Vault View and select Change Project. Right-click the project Speaker Assembly and select Create SubProject. Right-click on the parent project and select Create SubProject from the list. to move a file from one Do Change Project project to another without opening the file. its name and description must be unique.SolidWorks 2008 Training Manual Lesson 3 Managing Files with PDMWorks Workgroup Add-In Creating Subprojects Sub-projects can be added by users if permission is granted by the vault administrator.

To take ownership of a document. In other words. but the drawing and eDrawing as well. B t c et op a D y ra or ft di st ri Right-click the Speaker Frame part and select Take Ownership on the toolbar. it can not be owned by someone else. Q Or. similar to the FeatureManager design tree. we must be the owner. click to take ownership or popup toolbar. so we must own them all. All three files now have icons to indicate that we are the owner. 4 Add the children. Do This part is in this project. if a part is used in different assemblies. its icon has a link or shortcut symbol.Lesson 3 SolidWorks 2008 Training Manual Managing Files with PDMWorks Workgroup Add-In Document ownership can be taken or released directly from the vault without opening the file(s). Links When documents are checked into the vault. PDMWorks maintains only a single copy of that file in the vault. Take Ownership. no To show that a document is not actually saved in a project. Case Study: Change Project . Where to Find It Q In the Vault View. the Vault View must show it in each of those assemblies. Select Documents’ children and All children. In the Vault View. We not only want to move the part file. we see documents and their references. 58 This part is in a different project but referenced by a document in this project. right-click the document and select Take Ownership or Release Ownership. to release ownership on the bu 3 te Take/Release Ownership Before we can do anything to a file in the vault. Click Own.

press and hold the Control key while selecting.SolidWorks 2008 Training Manual Lesson 3 Managing Files with PDMWorks Workgroup Add-In 5 Change Project. Multiple documents can be selected for certain operations. te Right-click the Speaker Frame part in the Vault View and select Change Project. The Speaker Frame part. PDMWorks maintains all these references for us. bu For New project. For Scope. To select several documents. we will create another sub-project and move several files into it using multi-selection. 6 Linked files. All children (Speaker Frame drawing and eDrawing). B t c et op a D y ra or ft di st ri Click OK. select both Selected item (Speaker Frame part) and Children. To select a series of sequential documents. select the first document. select Sheet Metal from the list. Case Study: Change Project 59 . The Speaker-Dual eDrawing is attached to the Speaker Frame drawing. in turn is referenced by the Speaker Frame drawing. The files still listed under the Speaker-Dual assembly all have the link icon to show that the files are actually in a different project. no Multi-selection Multiple selection is supported for the following commands: Do Q Q Q Take Ownership Release Ownership Add Attachment Q Q Q Delete Hide Project Open/check out In the next few steps. Notice that the three files are now listed under the Sheet Metal project as well as under the Speaker Assembly project. They must still be listed under the Speaker-Dual assembly because it references the Speaker Frame part. then press the Shift key while selecting the last document in the sequence.

Case Study: Change Project . Select the three parts. drawings and eDrawings are now in the two sup-projects. Vault Display The Vault View can be customized to display different labels for each project and document. 10 Change project. Select the Speaker Components project. no Projects can be listed by either their name or description. Status. In the Vault View. right-click any one of them and select Take Ownership . Do Introducing: Display Labels Where to Find It 60 Each document in the vault may be displayed with up to seven labels. Description. Q Right-click in the Vault View and select Display Labels With. select the part Magnet. Number. 9 bu Hold down the Control key and select the Membrane and Second Speaker parts. all the parts. By default Document Name and Revision are displayed.Lesson 3 SolidWorks 2008 Training Manual Managing Files with PDMWorks Workgroup Add-In 7 Create a new SubProject. The only file now in the Speaker Assembly project is the Speaker-Dual assembly. te Name the new project Speaker Components and type Components for the Description. Documents in the vault can be displayed with different labels to obtain information about the document without having to open it. Rightclick any one of them and select Change Project. B t c et op a D y ra or ft di st ri With the three parts still selected. Take ownership. 8 Multi-selection. Owner and one custom property may be added. Right-click the Speaker Assembly project and select Create SubProject. Click OK.

Select Owner from the list. Projects are listed in the vault in alphabetical order by the project’s actual name. Right-click in the Vault View and select Display Labels With. B t c et op a D y ra or ft di st ri Right-click in the Vault View. Click OK. 13 Examine the Vault View.SolidWorks 2008 Training Manual Lesson 3 Managing Files with PDMWorks Workgroup Add-In 11 Change the vault display. then Select. The project descriptions are now displayed. Select Descriptive name for Project labels. then click Display Labels With. Do Note Descriptive name no Actual name Case Study: Change Project 61 . 12 Change project labels. bu te Each file will now list its owner.

Check Out Checking out a document is the combination of both taking ownership and opening a document. Q Right-click the file in the Vault View and select Open or Check Out a document on the PDMWorks toolbar. Documents are checked back into the vault. they have to be checked out to be able to do further work. Open Document Opening a document from the vault copies the file to a directory of our choosing (our local workspace). on the popup toolbar. 3. We will check out a file from the vault. Check out a file. 2. Documents are copied to a local workspace. bu 1. bumping the revision. make a change and check the file back into the vault at a new revision. There is one overriding principle that must be understood: You never work directly on the documents in the vault. then opens it in its application. Procedure Take Ownership User takes ownership of the documents. Check Out = Take Ownership + Open Document Methods of Opening/Checking Out Files Case Study: Working on Documents Files can be opened or checked out from the vault by a variety of methods. User makes changes to the documents. Q Select the file in the Vault View and select Open or Check Out a document on the PDMWorks toolbar. no 1 In the Vault View. 4. Any version of a file can be copied from the vault and opened. Do Click Open or Check Out a document 62 Working on Vaulted Documents . Only the person who owns the file can check it into the vault or change its revision.Lesson 3 SolidWorks 2008 Training Manual Managing Files with PDMWorks Workgroup Add-In Working on Vaulted Documents After documents are checked into the vault. right-click the Speaker Frame eDrawing. te To work on documents that have been checked into the vault: B t c et op a D y ra or ft di st ri Ownership of a document is important as only one person can own a file.

VB Case Study: Working on Documents 63 . Both Get local copy and Take ownership should both be selected. This will cause a copy of the file to be copied to our workspace and we will be come the file owner. . B t c et op a D y ra or ft di st ri bu Click Open/Check Out. A copy of the eDrawing has been saved to this directory. 3 Local View. te We previously set the default Save In Folder to C:\Working in the options. Examine the My PDMWorks Documents (C:\Working) folder in the Local View.SolidWorks 2008 Training Manual Lesson 3 Managing Files with PDMWorks Workgroup Add-In 2 Set options. indicates that this file is the same as the one in the Do no The icon vault. This is where the file will be copied.

indicating that this file is newer than the one in the vault. B t c et op a D y ra or ft di st ri bu te Using the eDrawing markup tool. 7 Refresh. 6 Close eDrawings. To make sure the display is up to date. 64 Click Open. 5 Save the eDrawing. right-click the project Stamped Parts and select Check In From Disk. add a note to increase the size of the four holes to 5. 8 Local View. Do Navigate to the C:\Working directory and select the Speaker Frame eDrawing. no 9 In the Vault View. click Refresh on the SolidWorks Explorer toolbar.Lesson 3 SolidWorks 2008 Training Manual Managing Files with PDMWorks Workgroup Add-In 4 Markup the eDrawing.5 mm. The local and vault views do not continually read the hard drive and vault. The icon has changed to . Examine the My PDMWorks Documents (C:\Working) folder in the Local View. Case Study: Working on Documents . Check In the eDrawing.

13 Local View. 11 Check In.. When we checked the eDrawing into the vault. no Examine the folder My PDMWorks Documents (C:\Working) in the Local View. Case Study: Working on Documents 65 . by typing it into the appropriate cell. Examine the Stamped Parts project in the Vault View. This information will be stored with the eDrawing file as file properties. Click Check In. B t c et op a D y ra or ft di st ri bu te We could add additional information for Number. The revision is now shown as D. so we are asked if we want to continue. 12 Warning. We left the Number and Description field blank. it is already listed in the Project cell. The revised copy of the eDrawing is entered into the vault. Click OK. so the copy of the eDrawing file is still there but the icon has changed back to indicating that the file is the same as the one in the vault. etc.SolidWorks 2008 Training Manual Lesson 3 Managing Files with PDMWorks Workgroup Add-In 10 Check in options. Description. we chose not to delete the local copy. the next letter in our revision scheme. Because we had right-clicked on the Stamped Parts project. The Revision has been bumped to D. Note. Do 14 Vault View.

bu 1 Select or right-click a project or document in the Vault View and select Reporting . Do no The bottom of the window shows that there are a total of 16 items in this project. There are many items in the output window that are not in view. 66 Reporting .Lesson 3 SolidWorks 2008 Training Manual Managing Files with PDMWorks Workgroup Add-In Reporting Obtaining information about documents that are in the vault can be done through the PDMWorks Reporting feature. B t c et op a D y ra or ft di st ri The Output window shows the information for the item selected. Right-click the Speaker Assembly project and click Reporting on the toolbar. The entire window can be resized or you can scroll to the right to see the additional items. Essentially all information stored in the vault about a document can be displayed in the report. in this case the Speaker-Dual assembly. Where to Find It Q te Create a report.

67 . Select assembly IF10152001-A1 2007 in the Ink Cartridge 2008 project. the header state can be saved for future reports. Once headers are hidden or moved.SolidWorks 2008 Training Manual Lesson 3 Managing Files with PDMWorks Workgroup Add-In 2 Update report. you can select a different project or document in the top pane. Column order can be changed by dragging the column header. Close the Reporting window. Once the report window is open. B t c et op a D y ra or ft di st ri bu Selecting Automatic will cause the report to update automatically whenever a new file or project is selected. Individual columns may be hidden and restored. The report dialog responds as does any windows list box allowing column widths to be adjusted by dragging or by double-clicking the heading border. click Update. no 3 Do Customizing the Report Reporting Reports may be customized and saved as either text or comma delimited files that can be read in other software programs. te To update the output window.

Right-click the column header Author and select Hide column. 6 68 Column order. The column is hidden and the report is not as wide. right-click the project Speaker Assembly and click Reporting . te Right-click anywhere in the header row and select Restore Default State. Project and Quantity.Lesson 3 SolidWorks 2008 Training Manual Managing Files with PDMWorks Workgroup Add-In 4 Create a report. Company. Description2. Cost. ApprovedBy. DrawnBy. In the Vault View. B t c et op a D y ra or ft di st ri bu Resize the window to show as many columns as will fit in the window. Drag the column header Revision to the left to make it the third column. no Some of these columns contain information that we do not want to see because it is making the report too wide. Do Hide the columns Level. Reporting . Column order can be changed simply by dragging the column header. 5 Hide a column. It is necessary to do this to make sure we all see the same column headers.

Right-click any column header and select Unhide Column. we can save this setup. Type Default in the for field. or header state. the only property that will be searched is Configs. Reporting 69 . The search tool provided in the report is the simple search. restricted to one search criteria at a time. bu Now that the columns we want to see are showing and in the right order. Do Select First unselect all so that only the files we are searching for are highlighted and Ignore case. Searching in a Report Reports can be searched by column for specific data. Project. Where to Find It Q 9 Double-click a column heading in the report. Because we double-clicked the Configs column. 8 Save the header state. back in the report. Search for specific documents. te After looking at the report we decide we really want the column Project. no Select all matches will highlight all files that satisfy the search criteria. There are additional options to return to the default columns and column order and to return to the last column state we saved.SolidWorks 2008 Training Manual Lesson 3 Managing Files with PDMWorks Workgroup Add-In 7 Unhide a column. Double-click the column header Configs. that we have hidden. B t c et op a D y ra or ft di st ri Right-click any column header and select Save Header State.

Show header will add the column headers to the report. All files with a Configs property of Default will be selected.txt) or comma delimited files (*. report type. date. column headers. Output to File File Format Options B t c et op a D y ra or ft di st ri bu te Close the Find/Select dialog box. no Show extra header info will add the report date and report type.Lesson 3 SolidWorks 2008 Training Manual Managing Files with PDMWorks Workgroup Add-In Click Find. In addition to saving the information in the columns. and extra quote marks around each field may added.csv) so that they can be printed or used in other documents. Reports can be saved to either text files (*. 70 Reporting . Formatting options for the output file are controlled by the user options. Double quote fields will add quotation marks around each field to Do make them easier to see in text reports.

Click Update. In the Vault View. Click OK to save the changes and close. on the SolidWorks Explorer Select the Vault tab. Click Save.csv) because of the options we just set. we will select the information for the latest revision and the configuration currently in-use. te Click SolidWorks Explorer Options toolbar to open the options.02 [latest] from the Revision list and Dual Speaker Assembly [in-use] from the Config list. B t c et op a D y ra or ft di st ri Select Comma delimited fields. no Select C. Reporting 71 . bu Select Show header and Show extra header info. Name the new file Speaker Assembly report. Do 13 Output the report. Save the report to the C:\Working directory. The Save as type should be CSV (comma delimited)(*. Click Output to file. To make the report more specific.SolidWorks 2008 Training Manual Lesson 3 Managing Files with PDMWorks Workgroup Add-In 10 Set the report options. 11 Recreate the report. 12 Modify the report. The columns should still be in the order they were in when the report window was last closed. right-click the Speaker-Dual assembly and click Reporting. Close the report window. The report now updates to reflect the information based on this revision and configuration.

16 Close the Reporting window and all open files.csv. B t c et op a D y ra or ft di st ri 15 Close Excel without saving the file. Excel can read CSV files directly. searches are conducted in different ways depending on which search tool is used. bu te Start Excel and then open Speaker Assembly report.Lesson 3 SolidWorks 2008 Training Manual Managing Files with PDMWorks Workgroup Add-In 14 Start Excel. Once opened in Excel. Searching Within PDMWorks Workgroup and SolidWorks. the information can be manipulated and fomatted using all the tools available in Excel. Where Used SolidWorks Search Assistant Do no Vault Search 72 Searching .

both simple and advanced can use Microsoft Indexing Service. no Microsoft Desktop Search The Where Used function in SolidWorks Explorer searches the specified paths set in SolidWorks Explorer options. This is a manual search and can take some time to complete. the process of indexing may take several hours. but indexing only needs to be done once. click the Search Desktop toolbar . Windows Desktop Search.SolidWorks 2008 Training Manual Lesson 3 Managing Files with PDMWorks Workgroup Add-In As the number of documents in our system and the vault increases. SolidWorks Search Assistant The SolidWorks Search Assistant uses Microsoft Desktop Search. All Programs. Q Or. Q Click Start. Microsoft Desktop Search must be installed and allowed to index files in the area of interest. Like Microsoft Desktop Search. This can also be a process that takes hours. depending on the vault size. Open as you can go directly to files without having to remember their location on the fixed drives or network. Once done. locating a specific document becomes significantly more difficult. Where Used Desktop Search will index the files on your computer to make locating files much faster. To complete the Where Used search. each SolidWorks document in the search path must be checked to see if it has a reference to the files in question. When used with SolidWorks. new files will be indexed as they are saved. or whenever the computer is idle depending on the settings you select. Installing Microsoft Desktop Search is very easy and can be done quickly. Only the vault needs be indexed. B t c et op a D y ra or ft di st ri bu te Searching for Documents Turning on Microsoft Indexing is done through the Windows control panel. SolidWorks and PDMWorks Workgroup have several different search tools to locate files. Vault Searches The vault searches. the files (in this case the vault) must be indexed. Do Where to Find It Searching for Documents 73 . or the vault has not been indexed. so it is up to the vault administrator to index the vault. Remember from file management that SolidWorks only maintains references in one direction. Before using the SolidWorks Search Assistant. it can reduce the need to use File. If Microsoft Indexing service is not installed. PDMWorks Workgroup searches the vault by systematically examining the vault metadata. however.

Do no Case Study: Microsoft Desktop Search 74 Case Study: Microsoft Desktop Search . we just go to the index and it tells us where the topic is located in the book.Lesson 3 SolidWorks 2008 Training Manual Managing Files with PDMWorks Workgroup Add-In What is an indexed search. In the following steps. A standard search must go through each file. Using an indexed search. If we did a standard search for a certain topic. we allow an index to be created so that when we search. the contents of our computer are constantly changing. The principle is the same on the computer. update and store the index. and how does it differ from the standard search? Consider how you would find something in a reference book. Obviously this could be very time consuming. If the book has an index. unlike the book where the contents are unchanging. we will setup Microsoft Desktop Search in preparation for indexing our computer. This requires continual updates to the index to add new items and remove items that have been deleted. computer resources must be allocated to create. We will not actually index the computer due to time constraints. we would start at the beginning of the book and search page by page looking for the topic. Additionally. the locations are just read from the index and the results displayed. folder and drive in the search path looking for the item we are searching for. bu te Indexed Searches B t c et op a D y ra or ft di st ri While the indexed search is much faster than the standard search.

Start Desktop Search. All Programs.SolidWorks 2008 Training Manual Lesson 3 Managing Files with PDMWorks Workgroup Add-In Case Study: Setting Up Microsoft Desktop Search Once Microsoft Desktop is installed on a computer. Case Study: Setting Up Microsoft Desktop Search 75 . Pull-down list for options 2 Set options. Microsoft Desktop Search. B t c et op a D y ra or ft di st ri bu 1 te In the following steps. Do no Select Modify. it must be setup to index the file types and directories we choose. Listed are the file paths that are indexed and the status of indexing. We will not actually index the computer due to time constraints. we will setup Microsoft Desktop Search in preparation for indexing our computer. Select Desktop Search Options from the list. Click Start.

Add the path to SolidWorks 2008 Training Files. Click Options on the SolidWorks Standard toolbar. 4 SolidWorks Options. From this list we can add or remove search paths. Select Search Paths from the list under Show folders for. File Locations under Search Paths will be added to the list.Lesson 3 SolidWorks 2008 Training Manual Managing Files with PDMWorks Workgroup Add-In 3 Indexed Locations. 76 Case Study: Setting Up Microsoft Desktop Search . Select File Locations under System Options. B t c et op a D y ra or ft di st ri bu te The locations that are being indexed are listed. paths listed in SolidWorks Options. When SolidWorks is installed. System Options. Do no Click OK to close the SolidWorks Options.

B t c et op a D y ra or ft di st ri bu Click OK. 6 Index Settings.SolidWorks 2008 Training Manual Lesson 3 Managing Files with PDMWorks Workgroup Add-In 5 Indexed Locations. The path we added in SolidWorks was added to the indexed locations. te Return to the Windows Desktop Search Indexed Locations window. Do no This tab shows where the index will be saved. Select the Indexing tab. we can do it from this tab. If we need to rebuild the index. Case Study: Setting Up Microsoft Desktop Search 77 .

Do Note no If we wish to add additional paths to be indexed. All file types registered on our computer should be listed. Case Study: Setting Up Microsoft Desktop Search . you may not get complete results from a search using the SolidWorks Search Assistant or Microsoft Desktop search. We can stop certain file types from being indexed by clearing them in the list. te File Types.Lesson 3 SolidWorks 2008 Training Manual Managing Files with PDMWorks Workgroup Add-In B t c et op a D y ra or ft di st ri tab. Select the File Types bu 7 8 UNC Location. Select the Add UNC Location tab. we can add them here. To determine the indexing status. right-click the Microsoft Indexing icon in the system tray and select Indexing Status. 78 Until the indexing is complete.

no The results are shown in the Task Pane. Case Study: Setting Up Microsoft Desktop Search 79 . Do Opening Files from the Search Assistant To open a file you can: Q Q Q Q Drag it to a window for the file type. bu In the following steps. These steps are intended only to show the process. then press Enter. If it is a file in the vault. In this example. The Search Assistant can be set to return results as you type or to wait until you press Enter. 10 Results. Double-click the file.SolidWorks 2008 Training Manual Lesson 3 te Managing Files with PDMWorks Workgroup Add-In 9 SolidWorks Search Assistant. Right-click the file and select Open. Note B t c et op a D y ra or ft di st ri Type speaker in the SolidWorks Search Assistant. right-click and select Open/Check Out Document. we must press Enter to start the search. your results will be dependent on the setup and indexing done with Microsoft Desktop Search as well as the actual files on your computer.

Find/Search can be used to search the vault with either the simplified search criteria or an advanced search similar to advanced search in SolidWorks assemblies. bu Select PDMWorks Workgroup (5). Find in vault locates all instances of the file and provides a search results list. It is capable of searching for multiple parameters and can use Boolean operations. see the help files for both Microsoft Desktop Search and SolidWorks. Examine the list at the top of the Task Pane. Selecting an instance in the search results list highlights the file in the Vault View. you will see the five items in the vault. Searching for Documents in the Vault As the number of documents in the vault increases. one for the Local View and one for the Vault View. owner. 80 Numeric operators: Q Q Q = equal < less than <= less than or equal Q Q not = >= not equal greater than or equal Searching for Documents in the Vault . Do Advanced search allows the use of multiple search criteria with numerical and text string operators. Introducing: Find in Vault From the Local View. Where to Find It Q Select or right-click a file in the Local View and select Find in vault Introducing: Find/Search . For more information. If you select PDMWorks Workgroup. te 11 Other results.Lesson 3 SolidWorks 2008 Training Manual Managing Files with PDMWorks Workgroup Add-In Search Criteria The Search Assistant is not limited to searches of one parameter. revision. no Simple searches can be used to search the vault for a single property such as document name. The number B t c et op a D y ra or ft di st ri 5 indicates that there were five results found in PDMWorks Workgroup. locating a specific document becomes significantly more difficult. PDMWorks Workgroup has two different search tools. or display information. number. description.

Case Study: Searching the Vault 81 . The result is that this is the original. When we made the change to this file. file. In the Local View. we did it to a copy that was saved to the C:\Working directory. Do no The Search Results shows that it is in the project Sheet Metal. 1 Locate in Vault. locate the Speaker Frame eDrawing in the …\Case Study\Speaker folder. 2 Search Results. click a file or project in the Vault View and click Search Vault Where to Find It on the flyout toolbar. Locate an eDrawing in the vault. It has the icon indicating it is older than the file in the vault.SolidWorks 2008 Training Manual Lesson 3 Managing Files with PDMWorks Workgroup Add-In Text string operators: Q Right-click anywhere in the Vault View and select Search Vault Q on the flyout toolbar. Case Study: Searching the Vault Q Q is not does not contain is not empty bu Q Q te Q is (exactly) contains is empty Q B t c et op a D y ra or ft di st ri We will use the different search tools to locate files that are in the PDMWorks Workgroup vault. unchanged. Or. Right-click the Speaker Frame eDrawing and select Find in Vault .

Right-click a document in the Vault View and select Rename. the files already in the vault may be changed to the correct part number. We could have used SolidWorks Explorer to do this before the files were checked into the vault. 1 Take ownership of the Input Disk. Rename will rename files already in the vault and maintain all existing relationships. 4 Close. Once part numbers are assigned. Take ownership by from the Do right-clicking the file and selecting Take Ownership toolbar. This helps to avoid problems with duplicate file names. the vault administrator must enable this option. but if we did not. 82 Case Study: Renaming Documents . Where to Find It Q Case Study: Renaming Documents Assemblies and all their parts should be converted to part numbers instead of descriptive names. The file will now be highlighted in the Vault View. B t c et op a D y ra or ft di st ri Renaming Documents te Close the Search Results window. Geneva Gear project. For clients to be able to rename documents. It is in the Miscellaneous Projects. then we can do it in the vault. Only the document owner may change the document name. we must own the file. The person renaming a file must also own all parent documents.Lesson 3 SolidWorks 2008 Training Manual Managing Files with PDMWorks Workgroup Add-In 3 Show the file in the vault. Select the Speaker Frame in the Search Results dialog. Introducing: Rename bu Files may be initially checked into the vault with descriptive file names. Locate the Input Disk part in the Vault View. no To change the file name.

Case Study: Renaming Documents 83 . B t c et op a D y ra or ft di st ri Click Yes. In the Document Information pane. select the References tab. 4 Check References. 3 Question.SLDPRT” is being used by other documents and renaming this document will cause all documents referencing this document to be updated. bu Are you sure you want to rename this document? Document “Input Disk.SolidWorks 2008 Training Manual Lesson 3 Managing Files with PDMWorks Workgroup Add-In 2 Rename the Input Disk. Select the Geneva Wheel assembly. PDMWorks will ask the question: te Press Enter.SLDPRT. Do no The reference for the Geneva Wheel assembly shows that it now references the part P100123. Right-click the Input Disk and select Rename. Type P100123 for the file name.

Lesson 3 SolidWorks 2008 Training Manual Managing Files with PDMWorks Workgroup Add-In 5 Add a note. Do no Notice that both actions were recorded. Select the part P100123 in the Vault View. In the Vault View. te Type “Changed part name to conform to company standards”. right-click part P100123 and select Add Note . Select the History/Notes tab in the Document information pane. indicating that we have change its name. 6 Document Properties. We should add a note to this file. 84 Case Study: Renaming Documents . B t c et op a D y ra or ft di st ri bu Click Add Note.

or any other folder. Q Right-click a folder in the local view and select My PDMWorks Clean Up. Introducing: My PDMWorks Clean Up My PDMWorks Clean Up allows you to selectively delete files from no the PDMWorks working directory. Do Where to Find It Case Study: Renaming Documents 85 . Select the Properties tab in the Document information pane.SolidWorks 2008 Training Manual Lesson 3 Managing Files with PDMWorks Workgroup Add-In 7 Add a file property. without checking the file out of the vault. the PDMWorks Workgroup workspace may contain many files that are also in the vault. When this part was checked into the vault. the clean up tool will search for files based on their status as compared to the vault or specific properties such as the owner or project. or we can periodically remove them to save space on the hard drive. We can add the property now. it had not been assigned a part number. We can either delete these files when we check them into the vault. Type P100123 for the Value. The Number property has been updated. so the Number property was left blank. Using a set of selection filters. Cleaning up the Workspace After checking out many files. Click OK. B t c et op a D y ra or ft di st ri Double-click here bu te Double-click in the cell where the number property should go.

As we only had one file in the list. Do no Close the Clean Up window. te Select Older and Same. We could further refine the list by selecting Owner for Look For and bu Bob White in Equal To. In the Local View. Click All to select all the files in the list. 86 Case Study: Renaming Documents .Lesson 3 SolidWorks 2008 Training Manual Managing Files with PDMWorks Workgroup Add-In 8 Clean up the workspace. This will look for files in the specified directory that are the same or older than the files in the vault. right-click My PDMWorks Documents (C:\Working) and select My PDMWorks Cleanup. B t c et op a D y ra or ft di st ri Click Delete Selected. we could have also selected it in the document list. Our working directory should now be empty. Replace 9 Close.

bu te SolidWorks 2008 Training Manual B t c et op a D y ra or ft di st ri Lesson 4 PDMWorks Workgroup Viewer Upon successful completion of this lesson. Q Obtain information from the vault through the PDMWorks Workgroup Viewer. Do no Q 87 . you will be able to: Connect to the vault through the PDMWorks Workgroup Viewer.

Lesson 4 SolidWorks 2008 Training Manual Do no B t c et op a D y ra or ft di st ri bu te PDMWorks Workgroup Viewer 88 .

In the case of an assembly file. Open Documents. Additionally. The PDMWorks Workgroup Viewer is only as fast as your internet connection. we will obtain information on some of the files in our vault. Reporting. Open your web browser. bu Q te The PDMWorks Workgroup Viewer give users the following PDMWorks Workgroup functionality through the web browser: Note B t c et op a D y ra or ft di st ri Users without SolidWorks can copy files to their local computer and use the SolidWorks Viewer or eDrawings to examine the files. you only download that specific file. no Enter the URL of the vault. Find/Search Documents. when you open a file thought the PDMWorks Workgroup Viewer. not the references. you could type http://localhost/pdmweb. as it may be in class. This will usually be in the format: //server_name/pdmweb. The PDMWorks Workgroup Viewer is not intended to be a remote access for working on SolidWorks files. Do If the PDMWorks Workgroup Viewer is hosted on our computer. 2 Server address. Case Study: Accessing the PDMWorks Workgroup Viewer Using the web browser. including all revisions and previews. 1 Web Browser. the only file downloaded is the assembly file itself. Q Q Q Retrieve Document Information. You cannot check files out nor into the vault through the PDMWorks Workgroup Viewer. PDMWorks Workgroup Viewer 89 . Access through the PDMWorks Workgroup Viewer is Read-Only.SolidWorks 2008 Training Manual Lesson 4 PDMWorks Workgroup Viewer PDMWorks Workgroup Viewer The PDMWorks Workgroup Viewer is a web-based application that provides browser access to the complete PDMWorks Workgroup project structure and associated data.

Type Bob White for the Name and bob for the Password. Do no PDMWorks Workgroup Viewer Interface 90 Case Study: Accessing the PDMWorks . B t c et op a D y ra or ft di st ri bu te Click Login. The PDMWorks Workgroup Viewer provides two interfaces with the vault. the Search Portal and the Classic Portal.Lesson 4 SolidWorks 2008 Training Manual PDMWorks Workgroup Viewer 3 Log in.

Case Study: Accessing the PDMWorks Workgroup Viewer 91 . Search Portal on the Classic Portal B t c et op a D y ra or ft di st ri bu te To switch to the Search Portal. The Classic Portal provides an interface based on the project structure of the vault.SolidWorks 2008 Training Manual Lesson 4 PDMWorks Workgroup Viewer The Search Portal provides a direct access to the vault by search criteria. click Classic Portal below the Summary pane. click Search Portal PDMWorks Workgroup Viewer toolbar. Do no To change to the Classic Portal. Searches can be either simple or advanced.

Do 5 92 Select an assembly. no PDMWorks Workgroup Toolbar 4 Go to Search Portal Help About Select labels Reporting Search View as PDF Document Information View with eDrawings Open Logout Login Switch to the Classic Portal. In the vault view. Case Study: Accessing the PDMWorks .Lesson 4 SolidWorks 2008 Training Manual PDMWorks Workgroup Viewer bu B t c et op a D y ra or ft di st ri } te PDMWorks Workgroup Toolbar Vault View The PDMWorks Workgroup Viewer toolbar provides access to the functions available in the Classic Portal. Click Classic Portal in the lower left area of the window. select the Speaker-Duel assembly under the General Projects. Speaker project.

Case Study: Accessing the PDMWorks Workgroup Viewer 93 . Each tab contains the same information shown on that tab in SolidWorks Explorer. The three panes on the right contain information about the selected file. The three panes on the right side of the window contain all the information that was shown in the PDMWorks Workgroup Add-In to SolidWorks Explorer but slightly rearranged. The left pane will continue to show the vault view.SolidWorks 2008 Training Manual Lesson 4 PDMWorks Workgroup Viewer 6 Examine the view. Do no The one difference is the two views. bu Top Level Document Information B t c et op a D y ra or ft di st ri Preview Window Document Information Vault View 7 Document Information. so we will not cover the contents again. te We now have four different panes in our browser window.

94 Case Study: Accessing the PDMWorks .Lesson 4 SolidWorks 2008 Training Manual PDMWorks Workgroup Viewer 8 Views. both views can be visible at the same time. Do no Export the report by right-clicking and selecting Export to Excel. Replace Reports Reports can also be generated by clicking the Report button. With the PDMWorks Workgroup Viewer. Unlike SolidWorks Explorer. B t c et op a D y ra or ft di st ri bu te In the PDMWorks Workgroup Viewer. the 2D preview image is always available to the right of the top level document information. nor hide columns. The View tab will show the eDrawing view of the selected file. we cannot modify the column order.

Select the Speaker-Dual assembly in the Vault View. Do When viewing files through the PDMWorks Workgroup Viewer. click View with eDrawings on the web portal toolbar. then click B t c et op a D y ra or ft di st ri bu te Report eDrawing Viewer The eDrawing viewer can be used to view files in the vault. no The vault administrator must enabled measure. Case Study: Accessing the PDMWorks Workgroup Viewer 95 . markup and save to allow these functions through the PDMWorks Workgroup Viewer. The vault administrator controls the permissions for viewing eDrawings in the PDMWorks Workgroup Viewer and may limit viewing to only those files where the user is the file owner.SolidWorks 2008 Training Manual Lesson 4 PDMWorks Workgroup Viewer 9 Create a report.

The PDF is not shown in the vault as a separate document. Click View as Adobe PDF in the Viewer toolbar. B t c et op a D y ra or ft di st ri bu te Select the Speaker-Dual assembly. Close the PDF window. Do 11 View PDF. a Portable Document Format (PDF) file can also be created if enabled by the vault administrator. A PDF version of the drawing will open in a separate window. Case Study: Accessing the PDMWorks . 96 In the vault view select the drawing Speaker Frame. then click View with on the toolbar.Lesson 4 SolidWorks 2008 Training Manual PDMWorks Workgroup Viewer 10 View with eDrawings. it is only available for viewing. eDrawings Markup enabled Measure enabled View as Adobe PDF When drawings are checked into the vault. Where to Find It Q no Select a drawing file in the vault. then click View as Adobe PDF on the Viewer toolbar.

SolidWorks 2008 Training Manual Lesson 4 B t c et op a D y ra or ft di st ri bu Image te PDMWorks Workgroup Viewer on the toolbar. Do no 12 Search Portal. Click Go to Search Portal Case Study: Accessing the PDMWorks Workgroup Viewer 97 .

Lesson 4

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PDMWorks Workgroup Viewer

13 Search the vault.

Type speaker in the search box.
Click Search PDMWorks.

no

B
t c et
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y ra
or ft
di
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bu

te

There were seven documents found in the vault that had “speaker” in
their name or properties.

Do

14 Summary information.

98

There were four parts found with “speaker” in their name or properties.
Click Solidworks Part(4) in the Summary.

Case Study: Accessing the PDMWorks

SolidWorks 2008 Training Manual

Lesson 4
PDMWorks Workgroup Viewer

15 Viewing files.

bu

te

Each of the four parts has two
icons to the right of the file
name, one for SolidWorks part
and the other for eDrawing.

B
t c et
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y ra
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16 Open the Membrane.

Click the part icon

next to the Membrane.SLDPRT.

The part will open in a browser window. Notice that we can work on
the part in SolidWorks, through the browser. It is important to
remember, however, that we cannot check the part back into the vault
through PDMWorks Workgroup Viewer.

Do

no

Replace

17 Close the web browser window.

This returns us to the PDMWorks Workgroup View Search Portal.

18 View with eDrawings.

Click the eDrawings icon

next to the Membrane.SLDPRT.

Case Study: Accessing the PDMWorks Workgroup Viewer

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B
t c et
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y ra
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bu

te

The part is now displayed using eDrawings. If the vault administrator
has enabled the options, we can used the measure and markup functions
on the model.

19 Close the web browser window.

Do

no

This returns us to the PDMWorks Workgroup View Search Portal.

100

Case Study: Accessing the PDMWorks

no 21 View properties. Case Study: Accessing the PDMWorks Workgroup Viewer 101 .SolidWorks 2008 Training Manual Lesson 4 PDMWorks Workgroup Viewer 20 Document properties.SLDPRT hyperlink next to the membrane image. Select the Membrane. click Properties again. Click Properties in the left Do column. This opens the list of properties for this part. 22 Close all browser windows and open files. B t c et op a D y ra or ft di st ri bu te From this window we can view all the properties of this file by revision and configuration. To close the properties display. We can also open the part in either SolidWorks or eDrawings.

Lesson 4 SolidWorks 2008 Training Manual Do no B t c et op a D y ra or ft di st ri bu te PDMWorks Workgroup Viewer 102 Case Study: Accessing the PDMWorks .

62 P Pack and Go 36 PDMWorks Workgroup 7–8 components 9 contributor 21 interface 10 menu 10 work flow 8 PDMWorks Workgroup Viewer 89 preview picture 32 project change 57 names 10 properties 29 file 52 parts 53 B t c et op a D y ra or ft di st ri A attachments add/remove 51 bu te Index D dialog boxes smart 57 disown 58 display labels 60 document information 22 documents open 62 options 52 renaming 82 search 80 E external reference search order 17 external references 11 list 13 Do no F features out of context 13 file find references 12 references 11 save 15 save as 15 save as copy 15 file associations/attachments 51 file associativity 11 file explorer 22 file properties 52 creating 16 uses 16 file structure 10 H history 46 I icons 44 checked out 53 local view 44 information configuration specific 46 L links 58 list external references 13 local view 44 locking 10 M metadata 15 multi-selection 59 My PDMWorks Clean Up 85 N notes 46 O object linking and embedding 11 OLE 11 open 62 options document 52 file format 70 out of context 13 output to file 70 R RAM 14 references 10–11. 35 properties 15 references 10 storage 10 structure 10 find where used 23 find in vault 80 find references 12 find/search 80 fixed memory 14 ownership 10. 30 external 11 release ownership 58 rename 32 rename documents 82 report customizing 67 output 70 output formats 70 search in 69 reporting 66 revision numbers 10 revision scheme 53 S save 15 save as 15 save as copy 15 search 80 find in vault 80 find/search 80 operators 80 order 17 reports 69 search portal 91 searches 72 selection multi-select 59 103 .SolidWorks 2008 Training Manual Index C change project 57 check in 51 options 52 check out 62 classic portal 91 client 9 components rename 32 configurations 31 copy files 12 create sub-project 57 files associations/attachments 51 copy 12 names 10 open 14. 58.

73 sub-projects 57 U update holders 13 Do no W where used 23.Index SolidWorks 2008 Training Manual smart dialog boxes 57 SolidWorks Explorer 21 operations 23 where used 23 window layout 22 SolidWorks Search Assistant 22. 34 B t c et op a D y ra or ft di st ri V vault 9 vault display 60 vault view 42. 45 VaultAdmin tool 9 view document information 32 local 44 vault 45 viewer 89 104 bu te T take ownership 58 . 30.

and join our worldwide community of proven talent. Do See reverse for more details.What do you call an elite SolidWorks user? Answer: B t c et op a D y ra or ft di st ri bu te Question: A Certified SolidWorks Professional. . no Get trained. get tested.

Do te bu B t c et op a D y ra or ft di st ri no .